Position in AMGN
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$10,349,027
+$280,136 QoQ
Shares Held
28,579
-0.1% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
1.58%
of 13F equity value
Holder Rank
#539
of 3,140 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in AMGN Over Time
Shares Held
Position Value (USD)
Position in Drug Manufacturers - General
Healthcare · as of Jun 30, 2026Avantax Planning Partners, Inc. holds $68,697,880 across 9 Drug Manufacturers - General names. AMGN ranks #4 (15.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ABBV |
AbbVie Inc.
|
61,376 | $15,444,656 | |
| 2 | MRK |
Merck & Co., Inc.
|
100,354 | $12,895,489 | |
| 3 | JNJ |
Johnson & Johnson
|
45,393 | $11,528,460 | |
| 4 | AMGN |
Amgen Inc
This page
|
28,579 | $10,349,027 | |
| 5 | LLY |
ELI LILLY & Co
|
6,678 | $8,009,794 | |
| 6 | PFE |
Pfizer Inc
|
237,765 | $5,725,381 | |
| 7 | BMY |
Bristol Myers Squibb Co
|
67,492 | $3,888,889 | |
| 8 | GILD |
Gilead Sciences, Inc.
|
3,643 | $460,256 |
All Filings in AMGN
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $10,349,027 | 28,579 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $10,068,891 | 28,617 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $10,151,519 | 31,015 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $8,602,302 | 30,483 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $8,138,133 | 29,147 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $8,305,611 | 26,659 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $6,881,938 | 26,404 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $8,281,441 | 25,702 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $7,466,930 | 23,898 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $6,786,149 | 23,868 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $3,701,345 | 12,851 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $3,554,888 | 13,227 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $3,052,330 | 13,748 | Shares | Sole | 2023-07-18 | |
| 2023-03-31 | $3,300,854 | 13,654 | Shares | Sole | 2023-04-21 | |
| 2022-12-31 | $3,665,666 | 13,957 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $3,200,454 | 14,199 | Shares | Sole | 2022-10-14 | |
| 2022-06-30 | $3,154,141 | 12,964 | Shares | Sole | 2022-07-18 | |
| 2022-03-31 | $2,981,156 | 12,328 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $1,010,340 | 4,491 | Shares | Sole | 2022-01-28 | |
| 2021-09-30 | $964,367 | 4,535 | Shares | Sole | 2021-10-27 | |
| 2021-06-30 | $1,216,068 | 4,989 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $1,280,127 | 5,145 | Shares | Sole | 2021-05-06 | |
| 2020-12-31 | $1,308,704 | 5,692 | Shares | Sole | 2021-02-04 | |
| 2020-09-30 | $1,553,680 | 6,113 | Shares | Sole | 2020-10-28 | |
| 2020-06-30 | $1,468,936 | 6,228 | Shares | Sole | 2020-07-15 | |
| 2020-03-31 | $1,079,131 | 5,323 | Shares | Sole | 2020-04-27 | |
| No filing history on record for this holder in this stock. | ||||||